Kelleher Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Kelleher Financial Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$835K	Sell	43,696 -42,953	-50%	-$832K	0.12%	123
2026 Q1	$1.66M	Hold	86,649	–	–	0.42%	47
2025 Q4	$1.43M	Buy	86,649 +6,649	+8%	+$111K	0.33%	53
2025 Q3	$1.49M	Sell	80,000 -6,649	-8%	-$117K	0.37%	49
2025 Q2	$1.57M	Hold	86,649	–	–	0.55%	29
2025 Q1	$1.61M	Buy	86,649 +5,630	+7%	+$110K	0.64%	25
2024 Q4	$1.59M	Buy	81,019 +1,019	+1%	+$18K	0.6%	26
2024 Q3	$1.28M	Hold	80,000	–	–	0.49%	28
2024 Q2	$1.3M	Sell	80,000 -6,849	-8%	-$108K	0.53%	27
2024 Q1	$1.37M	Buy	86,849 +855	+1%	+$12.5K	0.57%	24
2023 Q4	$1.19M	Hold	85,994	–	–	0.56%	25
2023 Q3	$1.21M	Sell	85,994 -191	-0.2%	-$2.53K	0.62%	23
2023 Q2	$1.09M	Hold	86,185	–	–	0.63%	29
2023 Q1	$1.07M	Hold	86,185	–	–	0.71%	25
2022 Q4	$1.02M	Hold	86,185	–	–	0.77%	27
2022 Q3	$950K	Buy	86,185 +169	+0.2%	+$1.88K	0.68%	31
2022 Q2	$858K	Buy	86,016 +226	+0.3%	+$2.53K	0.39%	43
2022 Q1	$959K	Hold	85,790	–	–	0.53%	37
2021 Q4	$706K	Buy	85,790 +362	+0.4%	+$3.29K	0.38%	53
2021 Q3	$818K	Sell	85,428 -1,920	-2%	-$18.4K	0.36%	63
2021 Q2	$928K	Buy	+87,348	New	+$837K	0.52%	37

Other funds holding ET

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Kelleher Financial Advisors's ET Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its Energy Transfer Partners (ET) stake by 50% in Q2 2026, selling an estimated $832K and leaving 43,696 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #123.

Kelleher Financial Advisors first reported a position in ET in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q1 2026. 1,293 funds tracked by Wall St. Rank hold ET as of Q2 2026.

Kelleher Financial Advisors held 43,696 shares of Energy Transfer Partners worth $835K as of Q2 2026.
Kelleher Financial Advisors sold 42,953 Energy Transfer Partners shares in Q2 2026, an estimated $832K.
Energy Transfer Partners made up 0.12% of Kelleher Financial Advisors's portfolio in Q2 2026, its #123 holding.
Kelleher Financial Advisors first reported a position in Energy Transfer Partners in Q2 2021 and has held it in 21 quarters since.
Kelleher Financial Advisors's Energy Transfer Partners position peaked at $1.66M in Q1 2026.
1,293 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.